> I'd love to have your thinking on how to store incoming and outgoing
> documents, both electronic and physical, and how to reflect them on
> ebase records.
> --
While theoretically possible, I would not be willing to do all the filing.
One has to make a tradeoff between time spent filing and time spent
searching. If I were not to do the filing myself it would take someone
several hours a day to file away all the stuff I deal with in a day. Or I
would have over an hour less a day to make forward progress.
My guess is that on average I retrieve some old email once or twice a day
and only every 10th one is hard enough to find that I have to search for it
(2-3 minutes). [I do file my email into folders (mostly).]
When in the office (once a week), maybe every third time I have to help them
find some electronic document that no ones knows where it got filed, mostly
a legacy of 8.3 or bad filenames and no directory structure - just one big
pile. PS: I frequently turns out to be on a floppy disk - yuck!
So what if we put it in FileMaker instead of inside mail programs and file
directory structures? I don't think FileMaker's searching primitives are
good enough to find stuff in all the formats that we have: Zip, Word,
WordPerfect, PDFs, spreadsheets, etc.
However I am not in the fundraising side of things that deals with many
people. My dealings are mostly policy issues with a few people.
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